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How to Add Tags to Clients

Overview

This tutorial will show you how to add tags to a client.

How to Create/Edit Tags

Click here for a tutorial on how to create or edit tags.

How to View Clients by Tag

Click here for a tutorial on how to view clients by tag

How to Add a Tag to a Client

  1. Create a new client or edit an existing client
    1. Click here for a tutorial on how to create a new client or edit an existing client.
  2. Click on the Tags tab
  3. Click the Add Existing Tags button

How to Add a Tag to Multiple Clients Using Group Operations

  1. Click on the Clients component
  2. Click on the Clients tab
  3. Click on the All Clients menu bar
  4. Click the checkbox in the first column for all of the clients that you want to tag
    1. ProTip: You can select all of the visible clients by going to group operations
  5. Click the Group Operations menu option
  6. Click the Tag Selected Clients menu item
  7. Select the desired tag
  8. Click the Tag button

How to Add Clients that have a Specific Tag to a Marketing Campaign

Click here for a tutorial on how to add clients that have a specific tag to a marketing campaign